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2020年10月19日星期一

Treasury bonds sold

 

Something's wrong! China sold $15.7 billion in U.S. debt in three months, and Japan sold $14.6 billion in one month... Three major creditors collective reduction, what signal?

After three consecutive months of buying, overseas investors began to sell off again. In august alone, japan, china and britain, the top three foreign holders of u.s. debt, sold $24.8 billion.
In the top three U.S. debt holders, China has sold U.S. debt for three consecutive months, totaling $15.7 billion; Britain has reduced its holdings by $26 billion in three months; and Japan, the largest lender, sold $14.6 billion in August alone...
China sold $15.7 billion in U.S. debt for three consecutive months
Foreign investors held $7.083 trillion in U.S. debt in August, down from a record high of $7.097 trillion in July, according to recent Treasury data.
 China, the second-largest creditor, sold $5.4 billion in U.S. debt in August, down to $1.068 trillion. This has been China's three consecutive months of reducing U.S. debt, including June reduction of $9.3 billion, July small reduction of $1 billion.
 Although China remains the second largest creditor in the United States after the reduction, its position of $1.068 trillion has reached a new low since March 2017.
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This year, In January, February and May, China increased its US debt holdings by $8.7 billion, In March and April, they reduced their holdings by $10.7 billion and $8.8 billion respectively.
While reducing U.S. debt, China has increased its investment in Japanese government bonds. Between June and August, China bought 2.2 trillion yen (139.9 billion yuan) of Japanese government bonds, a record quarterly purchase of Japanese bonds, according to the Ministry of Finance.
Countries are selling American debt
As the largest creditor in the United States, Japan reduced its $14.6 billion debt to $1.278 trillion in August, and remained the largest creditor in the United States. That month, the country held 6.3 percent of total U.S. debt, holding a low proportion of innovation.
In July, Japan held a sharp increase of $31.5 billion, a record high of $1.293 trillion. Japan surpassed China as the largest creditor to the United States in June last year and remains so far.
In August, the UK reduced its holdings of US debt by $4.8 billion to $419.9 billion, and its position remains the third largest holder of US debt.
This is the third consecutive month in the UK reduction, including a sharp reduction of $21 billion in July and a small reduction of $200 million in June. The UK increased its holdings by $22.3 billion in May last year, surpassing Brazil as the third largest holder of US debt. .
In addition, in August, Brazil, Canada, Thailand, the Netherlands, Israel, Australia, Spain, Sweden and other countries have reduced their U.S. debt to varying degrees. However, some countries have increased their US debt, including Ireland, Switzerland, Belgium, India, Singapore and France.
The U.S. fiscal deficit is record, and dollar assets are less attractive
 CNmoulding comments: now including our plastic injection molding industry, a large number of export industries still rely on dollars for settlement. If the dollar has really been indiscriminate, international settlement with yen, euro instead of the dollar will happen soon.



Trump polls close again 2016 signs are not obvious

 Among the many polls in 2016, only two made Trump's reversal of the leading poll on the last day IBD/TIPP 18 the latest poll, showing Trump's overall poll rally in the week of 10/12-17, only five points behind Biden. However, IBD/TIPP, comparing the data from four years ago, believes that with only 14 days left in the election, there is no clear sign of Trump's defeat.

 


IBD/TIPP is the Investor's Business Daily investor business daily and its subsidiary, which do weekly rolling surveys to track the u.s. election. And because their starting point is from the perspective of American investors, some of their findings are slightly different from those of mainstream opinion polls. As they do, the overall national polling gap is much smaller than CNN and other institutions do. And they made Trump's slightly leading survey in the last few days of 2016, although not the same as Hillary Clinton's final 2% universal suffrage, at least their survey may be more observable in observing Republican supporters, such as Trump's vote, than in other polls. The rolling survey is the best source of information to observe the trend of change.

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IBD/TIPP's survey, which included both Liberal and Green Party candidates, shows that Biden's support slipped from 52 to 49-50, while Trump's support rose from 42-43 to 45, narrowing the gap from 8-9 to 5.

However, the average of other pollsters is:

RCP website: Biden 51.3:42.4 Trump, Biden lead 8.9

270 toWin Website: Biden 52.3:42.7 Trump, Biden lead 9.6

538.com: Biden 52.4:41.9 Trump, Biden lead 10.6

Compared with the national average, the IBD/TIPP figure is 1-2 points lower on Biden's side and 1-2 points higher on Trump's side, a difference of 2-4 points. Overall gap, also difference 3 points.

Assuming that mainstream media surveys have always been biased towards Democrats, their figures need to be adjusted (previously written ,-3), which may be closer to reality than IBD/TIPP surveys. Of course, this is only after 11/4 to say who is the best this year.

IBD/TIPP survey, some data compared with the 2016 results show Trump's current disadvantage.

Over 65, Trump led Hillary by 53:44 in 2016, Won nine points, But now he's in IBD/TIPP investigation, Biden is up 14 points 55 to 41, The gap is 23 points. There are 20% of the 65 voters in the United States.

Among independent voters, Trump was one point ahead of Hillary Clinton in 2016 at 43.42, but Biden is now seven points ahead at 45.38.

 Trump, a non-Hispanic voter, last lost to Hillary Clinton at 28:66, a much bigger 24:70.

 Even among white voters, Trump won more than 15 points in 2016 and is now only 9.5 points ahead. He is not mainly losing white women, and even white men are four points less ahead than in 2016. Old, white and male should be Trump's most solid iron ticket base.

 In terms of the urban-rural gap, the city / metropolitan area, whether in 2016 or this time, is much more supportive of the Democratic Party, this time, in fact, the same, Biden about 18 points ahead. The countryside is Trump's stronghold, and last time, as at present, Trump was 24 points ahead. The key is a suburban battle. Trump won Clinton 50:45 on the outskirts of the city in 2016, but Biden is now 54:39 ahead of the suburbs by 15 points.

 IBD/TIPP the most special thing in the survey is the investor class, They define investors as households with at least $10,000 in assets invested in stocks and mutual funds. In 2016, Trump won Hillary with 48-42, The current figure is Biden 52:44 ahead of Trump. On the non-investors side, Biden took the lead at 47:45.

 In the remaining two weeks, can Trump repeat 2016 and reverse key states in the last 10 days? IBD/TIPP from the latest survey data compared with the 2016 results, the answer is: not necessarily. Because, they did not see obvious signs from the data. Trump is worse than 2016 in several areas, almost nothing better than 2016.

 Trump will not give up until the last minute, which is known all over the world. What is Trump's chance to see in the next two weeks?

 1.10/22. Although the debate will not be very influential, it is definitely one of the variables.

2. whether Trump's string of strong-man performances from diagnosis, hospitalization, discharge, and resumption of the campaign will affect middle-of-the-road voters, his poll support has climbed again to 46-48.

3. after Trump recovered (not knowing if it was 100%), he promised to provide treatment drugs to the whole population, especially the elderly.

4. hearing of the Chancellor of Justice nominee and the completion of the pre-election vote inspired Republican and conservative voters.

5. stimulate economic recovery program clearance, and then to the people and enterprises to pay.

6. the record of mailing ballot papers, there will be more opportunities for disputes and litigation in the future. It is good for Trump to have a lawsuit that makes the election inconclusive.

According to the IBD/TIPP survey, Trump is still 5.7% behind, noting that no presidential candidate has lost more than 3% of the country's votes since 1874(2.1% last time) and won the White House by electoral votes.

However, the worst factor for Trump is that 27.95 million people have completed voting by 10/18 night, accounting for 20.2 percent of the 2016 turnout, a record pre-vote record for the United States. Time is not on Trump's side.

He's still behind in six key states: Buddha, Bing, Mi, North Carolina, Asia, The least behind was Florida 1.4, North Carolina 2.7, Arizona 3.9, Pennsylvania 4.4, Wisconsin 6.1, Michigan 7.2. Biden's win would be a close win. Biden's crisis slipped 50% in overall support, And Pennsylvania's support is about to fall to a safety line of 4(Arizona is only 3.9).

Cnmoulding continue to focus on the US election, which determines the direction of the world. Even for a small mold company like us, which exports $1 million export $1 million a year of precision plastic products.

2020年10月17日星期六

One of Trump's important allies thinks he will fail!

 The Daily Beast website has published an amazing report that has been supporting President Trump and launching Rupert Murdoch, a Western media tycoon who has been campaigning for Trump's political campaign 24/7 by conservative media such as Fox News and the New York Post, who he controls, recently suddenly told people around him that he thinks Trump will fail in this year's election.

According to the Daily Beast report, the statement came from three people who heard Murdoch say the words, but the American media did not reveal their identities.

CNmoulding-a china mold maker:We continue to focus on the US presidential election because he is not a national election. He decided the direction of the whole world. Whether you like the United States or not, you must admit that the United States is the most powerful country in the world.

2020年10月15日星期四

Financial escalation in China and the United States

Cnmoulding news:

 America Sniper Top IPO Ant Group

The latest confrontation is erupting in financial markets after a multi-faceted conflict between China and the United States in the last six months. Ant Group, which has Alipay, the country's largest payment platform, is IPO under attack by the U.S. government. The ant group IPO raised as much as $35 billion (about 240 billion yuan) for the world's largest IPO, ever, and the state department has submitted a proposal for the trump administration to blacklist ant groups.




Financing of emerging firms


This year's sharp decline in Sino-US relations, in addition to the two sides in trade, technology, military and other areas of conflict intensified, in the financial sector confrontation is also unfolding. Earlier, the U.S. government is prepared to delist Chinese companies that do not meet U.S. accounting standards and ban Chinese companies from listing in the United States. This major policy change of the United States government has had a significant impact on Chinese enterprises represented by private enterprises. In the past few decades, a large number of new enterprises represented by the Internet in China have gone to the United States to raise and list, and cash to achieve a bigger and stronger path.
Now the United States is preparing the government to draw wages at the bottom of the pot, breaking the development model of Chinese enterprises. Under the huge impact of sudden changes in bilateral relations, companies that had planned to go to the United States in recent months have accelerated the pace of listing in the United States before the door of the United States capital market was completely closed. Want to get money in the United States financial market as soon as possible. China's largest real estate trading platform shell, electric vehicle manufacturer Xiaopeng car, online financial giant Lu Jin Institute and other enterprises are fast-moving to the United States financial markets.
In addition to speeding up U.S. listings, some Chinese companies have also stepped up the pace of overseas financing for Hong Kong listings. Among them, Xiaomi Group, China Iron Tower and other IPO. raised up to 10 billion yuan
To some extent, these companies are concerned that once Sino-US relations are completely deteriorating, the United States will completely ban U.S. institutions from participating in, or buying Chinese enterprises IPO, Chinese enterprises want to achieve overseas financing will be more difficult.
Even in Hong Kong IPO the same. While hong kong's financial markets are under domestic control, stocks are bought by foreign capital, represented by u.s. capital, a $10 trillion investment institution such as the u.s. pension fund.
 Against this backdrop, Ant Group also launched IPO, in Hong Kong and Shanghai and plans to raise as much as $35 billion, the largest ever raised in financial markets. Such a large-scale financing, according to the current Hong Kong and Shanghai stock market conditions, Ant Group's 240 billion yuan financing is expected to be mainly in Hong Kong financing. A single more than 100 billion yuan new issue financing, the current Shanghai securities market is expected to be unbearable. Even if imposed, huge financing shocks will bring unpredictable changes to the market.

Americans is the biggest buyer in the financial markets


 America's state department has submitted a proposal to the white house to blacklist ant before it IPO in shanghai and hong kong.
 Once the ant group is blacklisted by the us government, the theoretical impact is that if a chinese company is listed as a "physical list" in the united states, american companies will not be able to sell technology products to the company without the approval of the us government. As an option for the Trump administration to sanction Chinese companies, such measures have hit China's telecommunications giant Huawei hard in recent years, but the impact on financial services companies such as Ant Group will not be significant.
 The real impact is that Ant Financial Services Group's main underwriters in Hong Kong IPO are American financial giants such as Citigroup, JPMorgan Chase and Morgan Stanley, which may not be involved in Ant Group's IPO once blacklisted by the U.S. government. Ant Group through Hong Kong for more than 100 billion overseas financing, American pension funds and other super institutions are big buyers, whether to be banned to buy also has a huge impact.
 US Senator Marco Rubio made a public statement last week asking the U.S. government to "take steps" to delay ant IPO. in Hong Kong and Shanghai Now the U.S. government is pushing for the ant group to be blacklisted for trade, with the obvious aim of curbing the group's huge sums in Hong Kong. Behind this is the escalation of the conflict between China and the United States, and the escalation of the conflict between China and the United States in financial markets.

As a private plastic injection moulding export enterprise, this article can only be said to be our regret. The United States Government now sees our country as a competitor. Yesterday and our American customers chat, everyone feels very helpless.
 I don't know if it's a relief after the U.S. election.

2020年10月14日星期三

2020 Old Americans will not elect Trump

 Send Trump into the White House four years ago. This year's big turn for the elderly



After Trump's flip win over the US election in 2016, exit polls and statistics found that even if Trump lost the national universal suffrage, he won the White House by electoral votes in key states. The breakdown later showed that Trump won in: the elderly, white, men, non-collegiate, rural.

Among them, the elderly is Trump not only in the United States, but also in key states to win. In several key states, he got more than 10% of the votes for people over 65. The elderly population in these states has a voter ratio of about 20%, and this 10% lead gap is enough for Trump to win the state.
However, less than 20 days before the general election vote, Trump's approval ratings in several key states were 10-20% behind Biden, in other words, a huge change of up to 30% compared with 2016.

In Florida, the key state in 2016, which Trump must win this year, his silver-haired family in Florida exceeded Clinton's 17 points at 57:40 percent. He won only 1.2% of Hillary Clinton in Florida.
Another key state to the north, Pennsylvania, is the key state for Biden to win or not this year. Trump's voters over 65 in 2016 were 54:44 percent ,10 percentage points higher than Hillary Clinton. His universal suffrage in Pennsylvania won only 0.7 points.
So 65 elderly voters played a key group (at least one) in 2016, winning Trump to the White House.

Current Florida data




 Emerson College's latest Florida poll in Trump's 10/10-12, after Trump's diagnosis, hospitalization, discharge, and resumption of the campaign, the overall number of Trump at 48:51, only three points behind Biden. In Florida, on average, Trump lags Biden by about 4.5 percent.
 But in the Emerson College (A- level) survey, silver-haired Biden over the age of 65 was 51.1%:44.9% Trump, with Biden leading 6.2 points. This gap is double the state-wide gap. The related questionnaire also asked about Trump's governance satisfaction ,52.7 percent dissatisfied and 44.6 percent satisfied. Whether satisfied or supportive, Trump is 45-.
 Florida Atlantic University (FAU) did a Florida survey on 10/9-10, and the results were very similar. Among the 65-year-old Florida people, Biden led by 11.5% with 53.6%:42.1% Trump. Biden was only 4% ahead of the 51:47 survey in Florida.
 These two latest surveys of the state's overall figures, Trump and Biden in Florida gap only one point outside the error range, it is premature to say who wins and who loses. However, both surveys show that Trump's lag behind over 65 is twice or more than the overall gap. In 2016, with 65 votes ahead of 10 points, Trump's silver-haired nation in Florida has fallen more than 20 points in four years.

Pennsylvania North



The 2016 Trump exit poll after the Pennsylvania vote showed Trump leading Hillary Clinton by 10 points to 65-year-old voters at 54:44.
MorningConsult a rolling 10/2-11 poll, Biden's approval rating for voters over 65 is eight points ahead of Trump by 52:44. The whole state of Pennsylvania is 52:44. Biden's lead in silver hair is the same as overall.
Monmouth University's 9/30-10/4 survey, Pennsylvania overall Biden led Trump eight points at 53:45. Yet among voters over the age of 65, Biden leads Trump by 13 points at 55:42.
However, the opposite figure appeared in the Emerson College survey, with Trump leading Biden 52.8:44.4 for people over 65.
The Penn survey didn't produce exactly the same results (Biden's flip was one behind), but Trump's silverhead in Pennsylvania (10 points) is unlikely to reappear compared with four years ago.

Conclusion of injection molder


 With only 20 days left in the election, Trump is nearly 10% behind in national polls, and few believe he will lead in universal suffrage this time. His only chance, as he did four years ago, was to win the key states and re-elect them.
 Therefore, the change in the support of certain ethnic groups in the key states is sufficient to affect the results this time. Many times, Biden's key: Pennsylvania-led: Pennsylvania, Michigan, Wisconsin, win these three will win. Trump is: Florida, North Carolina, Ohio, plus two of Binghami's.
 Silverheads account for about 20% of votes in Florida and Pennsylvania, where Trump won four years ago and could reverse this year. Already 1.78 million people in Florida have completed the vote, with a high proportion of elderly and Democratic supporters. It'seems that the old people have decided and voted early. Will their votes be enough to allow the election to be turned over again in Florida, Pennsylvania? This trend is bad for Trump.

2020年10月13日星期二

The Chinese people who have won the new crown show strong consumer power

  CNMOULDING NEWS:National holiday, the Chinese people's grand festival!

 For the Chinese, the 11th is not only the National Day, Mid-Autumn Festival, but also not only the eight-day holiday, more importantly, this is a national consumption carnival.

According to data published by the State, three groups are of particular concern.

First, from October 1 to 8,637 million domestic tourists, far more than expected.

Second, domestic tourism consumption reached 466.5 billion, and retail and catering consumption alone exceeded 1.6 trillion.

Third, online is even more crazy, only the Chinese market pinduoduo's physical consumption unexpectedly soared 81.5.

This is a very exciting thing for the Chinese economy, but a matter for foreign countries.


 Because this represents the overall control of the Chinese epidemic, no longer hidden dangers; represents the recovery of the Chinese economy, and is about to be a comprehensive recovery; represents the strong consumption capacity of the Chinese people, and is growing strongly online and offline.



 Most importantly, these consumption, almost all at home.

 Our people, from the main point of view, no longer take luxury goods or general goods from Europe and the United States as a capital to show off, they are now more rational, more willing to support domestic.

 After an epidemic, let the Chinese recognize not only the so-called democracy, freedom, universal values of hypocrisy in Western countries, but also realize that only by making the country truly strong, the people can enjoy happiness.

 And more support for domestic, in fact, is to protect themselves.


The crisis of the epidemic and the economic crisis brought about by the epidemic, especially the technological crisis brought by the Trump administration of the United States to suppress China's high-tech, agree with, believe in and support China's domestic production.

 The crisis has become an opportunity for the further rise of domestic production, contributing to the return of most Chinese consumption.

 Of course, this is not a good thing for Western countries. When the Chinese mainly choose home-made, Western countries will lose huge markets and huge profits.

 With the support of Chinese people, it will also promote Chinese enterprises to have more motivation and confidence to invest in R & D, upgrade their own technology and core competitiveness in an all-round way, so that China's technological capabilities can be improved as a whole. Even beyond the United States, Europe and Japan.

Even in the technical field, just a pure consumption of tourism, the global epidemic, so that the world's largest tourist group Chinese choose to travel at home.


 Before the hot spot Europe, completely lost the Chinese tourist, the loss is heavy. Especially before the Chinese favorite Japan, without Chinese tourists, that is called a miserable!


 So, just a long holiday, the Chinese people show a strong consumer power, Europe and the United States, Japan are sour, but also worried that this consumption power will stay in China after more.

 Yesterday, according to the World Economic Outlook report released by the International Monetary Fund, the global economy is expected to shrink by 4.4 percent by 2020, while China's economy will grow by 1.9 percent, the only major economy in the world to achieve positive growth. China's economy will soar to more than 8% by next year.

 Of course, an outbreak also completely restored the truth: whether in Europe and the United States or in Japan, even in Taiwan Province of China, Hong Kong, all garbage is thrown by mainland Chinese people, all uncivilized things are done by mainland Chinese people.

 But now the mainland has not gone to Europe, America, Japan, even Taiwan Province, Hong Kong, these places are still garbage everywhere, uncivilized behavior everywhere.



Originally, mainland Chinese people have been in the back of the pot!

On the contrary, in mainland China, littering is less and less, uncivilized behavior is also less and less!

 After this outbreak, all Chinese, including china mold maker, have more confidence.


2020年10月6日星期二

First half GDP in 2020

 The United States fell 4.6 percent, so what about China?

No need to say, everyone also knows that Chinese science and technology ah, decades ago is still very weak, after years of development, the level of science and technology has finally caught up. With the development of science and technology, our life has changed dramatically. Looking back on life more than ten or twenty years ago, we feel like dreams.

It is also thanks to the great progress of science and technology, so our country's economic growth is also very rapid, especially valuable, our economic growth has always maintained a relatively fast speed, and by contrast, developed countries like the United States, Their economic growth rate has been very slow.

This year is also an unusual year, because the outbreak caused a certain degree of "degradation" of the world's economy, according to statistics, only two of the more than 200 countries in the world have maintained positive economic growth. Come today to tell you the first half of 2020 GDP ranking: the United States fell 4.6, so what about China?

 Let's first look at the GDP of the top US, which GDP reached $10.11 trillion in the first half of the year, shrinking 4.6 percent from last year. But as we all know, the United States is one of the worst countries in the world. Under such severe circumstances, the United States can still maintain a $10.11 trillion GDP, which has to admire the strength of the United States.

However, to admire, the real king is still China, our country is the first outbreak of the epidemic, after a difficult war and epidemic, our economy fell in the first quarter, but the second quarter has been restored. The economy began to grow again, GDP in the first half reached $6.5 trillion.
China has given the world a perfect answer, and the big problem of the epidemic has not defeated us. On the contrary, it is an opportunity to make us more powerful. We have begun to hide our strength and continue to develop. China mold maker believe that in the near future, Our country will develop like other countries.